Transform Wealth, LLC Vanguard Whitehall Fds Intl Hi Transaction History
Transform Wealth, LLC
- $1.6 Billion
- Q1 2025
A detailed history of Transform Wealth, LLC transactions in Vanguard Whitehall Fds Intl Hi stock. As of the latest transaction made, Transform Wealth, LLC holds 5,814 shares of VYMI stock, worth $477,794. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,814
Previous 7,225
19.53%
Holding current value
$477,794
Previous $490,000
12.24%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding VYMI
# of Institutions
648Shares Held
54.9MCall Options Held
2.6KPut Options Held
189K-
Morgan Stanley New York, NY4.75MShares$391 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.96MShares$325 Million0.02% of portfolio
-
Orgel Wealth Management, LLC2.53MShares$208 Million5.15% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.86MShares$153 Million0.35% of portfolio
-
Wells Fargo & Company San Francisco, CA1.77MShares$146 Million0.03% of portfolio